Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.43%
3 year
10.13%
5 year
2.99%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
16.27%
Sharpe
0.72
Sortino
1.27
Max drawdown
-30.85%
Best month
15.88%
Worst month
-10.56%
Beta vs VTSAX
0.78
Correlation
0.60
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.